REL Document and Research Liaison I

Job#: 3051300

Job Description:

Document and Research Liaison I (REL)

Location: Pensacola, FL or Vienna, VA (Hybrid)

Role Overview

This position serves as the principal representative to research, document, and support legal cases that impact the business unit. The role involves overseeing responses for complex cases and escalated situations to ensure an effective resolution. This is a contract assignment with a duration of 6 months.

Key Responsibilities

• Serve as the primary liaison for legal-related matters involving specific business units or policies.
• Investigate and respond to consumer complaints.
• Research and analyze claims and related actions to resolve issues.
• Identify and address compliance issues; update guidelines and procedures to minimize risk.
• Research potential legal issues using the existing system of record.
• Request information and documentation from other business units to clarify details or resolve cases within mandated timeframes.
• Summarize depositions and other legal proceedings; conduct investigations and statistical or documentary research.
• Prepare written legal summaries, analyses, and legal documents.
• Serve as the contact point for escalated legal situations.
• Prepare ad hoc and required industry and regulatory reports, including audit inquiries.
• Review and research high-profile member complaints as well as sensitive and confidential personnel issues.
• Collaborate with the training team to ensure procedural guidelines are conveyed accurately.

Required Qualifications

Experience:

• 1-5 years of relevant experience.
• Experience managing multiple priorities independently and/or in a team environment.
• Experience working with all levels of staff, management, stakeholders, and vendors.

Skills:

• Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents.
• Basic understanding of state and federal court systems and the legal process.
• Basic skill in researching and summarizing state and federal statutes.
• Working knowledge of operational and regulatory risk controls, concepts, and practices.
• Working knowledge of NCUA rules, regulations, and federal laws.
• Working knowledge of legal documents such as trusts, powers of attorney, complaints, and demands.
• Advanced organizational, planning, and time management skills.
• Advanced research, analytical, and problem-solving skills.
• Advanced skill in exercising initiative and using good judgment to make sound decisions.
• Working knowledge of document control and document security measures.
• Advanced verbal and written communication skills.
• Advanced skill in establishing and expanding relationships with key members/customers.
• Advanced skill in building effective relationships through rapport, trust, diplomacy, and tact.
• Working knowledge of related department systems, principles, policies, and financial practices.

Technical Skills:

• Effective word processing and spreadsheet software skills.

Preferred Qualifications

• Thorough understanding of the financial services environment.
• Familiarity with the organizations functions, policies, procedures, products, and services.

Work Environment

This is a hybrid position with the expectation to report onsite a minimum of three days per week. The standard shift is 8:00 AM to 4:30 PM. Overtime will not be available for this assignmen

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.

Employee Type:

Contract

Location:

Merrifield, VA, US

Job Type:

Date Posted:

September 10, 2026

Pay Range:

$30 - $40 per hour

Similar Jobs

• REL Quality Control Specialist I
• Workforce Management Specialist I
• Experience Design and Research Lead
• Clinical Research Coordinator, HF
• Technical Support Tech I